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01243 271 291 (9am—5pm Weekdays)

  • Pensions
  • Savings
  • Investments

Fund Managers

Meet Our Fund Managers

With the True Potential Portfolios, they are pioneering what they call Advanced Diversification.  They bring together world-class, multi-asset fund managers to create a range of ten unique Portfolios diversified by asset class, industry, region and investment manager.

These managers, including UBS, Allianz, Goldman Sachs Asset Management, Columbia Threadneedle, Schroders, SEI, Close Brothers and 7IM, bring over 5000 investment professionals in 200 locations and more than 120,000 individual holdings to the Portfolios, and have a combined 4.5 trillion under management.

They use these strategies when building and rebalancing the True Potential Portfolios, allocating to their different managers where they see the greatest opportunity for growth or mitigating risk if appropriate, whilst remaining within your chosen risk profile.

 

Allianz

 

Allianz offers investors a risk-based approach investing globally in all major asset classes using primarily passive implementation.  Allianz have the ability to be very dynamic and nimble by increasing or decreasing total investment levels depending on volatility levels within markets. Allianz have a huge research and fund management base they can draw upon, being one of the largest fund managers currently in Europe.

 

Close Brothers

 

Close Brothers’ investment style is directly buying into company shares, fixed interest investments and other non-traditional areas such as precious metals, commodities, infrastructure and hedge funds. This approach is similar to that of a stockbroker putting together an investment Portfolio and managing this on behalf of a client and is a very focused investment solution.

 

Columbia Threadneedle

 

Columbia Threadneedle are income specialist fund managers offering clients a regular income stream whilst also offering the potential for capital appreciation from one of the most highly respected income fund management teams within the industry. They invest primarily in UK equities but also in fixed interest, focusing on stocks that can offer a high dividend yield but also the potential for growth.

 

Goldman Sachs

 

Goldman Sachs Asset Management has two offerings. Their Dynamic investment approach is run by a team of internationally-renowned experts who evaluate patterns of asset class behaviour and the drivers behind them to form a balanced Portfolio that includes exposure to both traditional and non-traditional asset classes. Their Global Income Builder approach invests across a broad spectrum of global bonds and equities, aiming to build a Portfolio that generates sustainable and stable income and capital appreciation.

 

Schroders

 

Schroders’ investment philosophy may appeal to investors who want their money to be managed by an award-winning team with a proven track record of superior performance. They hold the belief that no single fund manager can excel in every aspect of investing and therefore access the best fund and investment products from around the world. The investment teams are bonded by a strong culture and heritage based on independent,long-term investment thinking.

 

SEI

 

SEI uses a mix of specialist investment managers with distinct management styles. As a Manager of Managers, SEI decides where to invest and after rigorous research, which managers to hire. This oversight includes daily monitoring of investment transactions and the replacement of investment managers if they fail to meet their objectives or if better investment opportunities arise in new areas. SEI hires managers who are generally only available to institutions and high-net-worth individuals.

 

Seven

 

7IM offers investors a global active-passive approach to fund management. This means they are active at the asset allocation level with a team of high skilled fund managers choosing what areas to invest in, but passive in implementation by using funds
that track a specific Index or part of that Index. By using this approach, 7IM can offer a low cost multi-asset solution to investors with a global reach.

 

UBS

 

UBS Asset Management is a large-scale asset manager offering a comprehensive range of active and passive investment styles and capabilities across both traditional and alternative asset classes. These include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined in multi-asset strategies.

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To speak to an advisor call 01243 271 291 or make an online enquiry